Case Management Officer at Britam
Case Management Officer
Job purpose:
To oversee and coordinate all pre-authorization, admission,
discharge, and care coordination activities, ensuring quality patient care
while managing medical costs and provider relationships effectively.
Key responsibilities:
- Oversee
medical case management and pre-authorizations.
- Ensure
timely and appropriate approvals for inpatient and outpatient services.
- Collaborate
with hospitals, TPAs, and providers to ensure quality care delivery.
- Monitor
and track high-cost cases, chronic illnesses, and frequent claimants.
- Offer
clinical guidance to underwriters and claims analysts on complex cases.
- Train
and mentor staff and ensure process adherence.
- Maintain
and update provider tariff lists and treatment protocols.
- Support
fraud detection and provider performance reviews.
- Stay
updated on industry trends, emerging risks, regulatory changes, and new
technologies that could affect underwriting practices.
- Deliver
on performance requirements as defined in the departments’ strategy map,
balanced scorecard and Personal Scorecard.
- Perform
any other duties as may be assigned from time to time
Knowledge, experience and qualifications required:
- Bachelor’s
Degree or Diploma in Nursing, Clinical Medicine, or related health field.
- 2-4
years’ experience in medical case management in the insurance sector.
- Strong
clinical knowledge and experience managing medical claims or provider
relations.
- Excellent
communication and decision-making skills.
- Ability
to work under pressure and coordinate with multiple stakeholders.
- Experience
in customer, market and competitor understanding.
- Knowledge
of Insurance regulatory requirements.
Branch Manager -Embu at Britam
Job purpose
The role holder will be responsible for providing overall
leadership to all Financial Advisors in the branch in delivering set production
targets in all lines of business by recruiting unit managers, market
identification and deepening, managing performance and productivity of
financial advisors in line with cascaded company strategy.
Key Responsibilities:
- Quality
recruitment, selection and retention of productive Unit Managers and
financial advisors.
- Sales
planning that achieves production targets in Ordinary Life and other lines
of business.
- Meeting
the set persistency levels of life business and retention targets for
other lines of business.
- Performance
management and supervision to drive and meet targets across all product
lines.
- Provide
one-to-one coaching, mentoring and motivation to members of their teams
and ensure that they effectively implement strategies and agreed action
plans.
- Selling
of Life Products and other company products as targets prescribe.
- Conducting
trainings on company products, processes, sales and soft skills to achieve
results.
- Market
segmentation and opening of markets for financial advisors to secure
business.
- Relationship
management and providing effective customer service to both prospective
and existing customers.
- Preparing
sales and other management reports as required from time to time.
- Manage
the branch office and branch staff as per the company and HR policies and
procedures
- Perform
any other duty assigned by the Management
Knowledge, experience and qualifications required:
- A
business-related degree is a minimum requirement.
- Minimum
3 years’ experience in Life Insurance. Branch and Unit Management added
advantage.
- Relevant
professional qualifications in COP. However, certification or proof of
study in ACII, AIIK or CIM will be an added advantage.
Senior Corporate Sales Executive (Broking) at Britam
Job Purpose:
Drive the growth of brokers business to meet set annual
premium targets through managing brokers production channel sales targets.
Reporting to the Business Development Manager, the incumbent will drive
increase in Britam business by growing and retention of customers.
Key responsibilities:
- Secure
new GI business through insurance brokers.
- Retain
existing GI business as per set objectives.
- Maintain
excellent customer service to insurance brokers and clients.
- Service
existing business and resolve customer complaints.
- Follow
up on renewals for general insurance business.
- Forward
proposal forms/risk notes to underwriting department.
- Follow
up premium collections for GI clients.
- Prepare
weekly and daily reports as required.
- Undertake
initial underwriting in accordance with set guidelines to ensure sound
acceptance of risk.
- Respond
to customer and client inquiries.
- Follow
up on commissions and claims issues emanating from insurance brokers.
- Recruitment
of insurance brokers as per set objectives.
- Continuous
execution of initiatives and strategies per market to ensure meeting of
set objectives and reviewing them where need be.
- Training
of insurance brokers on general insurance products and submitting training
schedules to supervisors.
- Use
authorized incentive scheme to bring in new business through training
intermediaries on the same and marketing it.
- Creating
strategic partnerships with insurance brokers for maximum business
support.
- Sharing
of market intelligence with supervisor.
- Work
closely with underwriters and managers and other lines of business to
achieve set objectives.
- Perform
any other duties as may be assigned from time to time.
- Delegated
Authority: As per the approved delegated authority matrix.
Knowledge, experience and qualifications required:
- Bachelors’
degree in a business related field.
- Professional
qualification in Insurance (DIP ACII, DIP IIK, ACII, IIK).
- 2 – 4
years relevant experience in the insurance industry.
Innovations & CVC Specialist (9 Months Fixed Term Contract) at Britam
To design and establish a comprehensive framework enabling
the Innovation Lab to transition to a high-impact Corporate Venture Capital
(CVC) unit. The consultant will operationalize the end-to-end startup journey,
including deal sourcing, screening, acceleration, investment approval,
portfolio management, and external capital raising, delivering on the
innovation and strategic investment agenda.
The role will also ensure that the CVC model is sustainable,
fully embedded in group strategy, and capable of driving measurable commercial
and innovation returns beyond the contract period.
Key responsibilities
CVC Operating Framework and Strategy
- Develop
and document the end-to-end CVC operating model, including investment
thesis, mandates, stage/gate processes, and governance.
- Align
CVC strategy with group innovation and commercial goals.
- Integrate
ESG and impact-investment principles into the CVC strategy to align with
corporate sustainability priorities.
Deal Sourcing and Startup Identification
- Design
and implement proactive startup scouting mechanisms (events, partnerships,
databases, inbound deal flows).
- Build
and maintain a startup pipeline in strategic domains relevant to the
group.
- Establish
relationships with key innovation hubs, accelerators, and industry
associations to expand sourcing reach.
Screening and Due Diligence Process
- Establish
and run multi-stage evaluation, including initial screens, technical and
business due diligence, and deep dives.
- Lead
preparation of investment memos, including market analysis, impact
alignment, financial projections, and risk assessments.
- Implement
standardized scoring criteria to ensure consistent and objective
investment decisions.
Accelerator/Startup Support
- Define
and deliver frameworks for venture acceleration—tailored support,
mentorship, workshops, and networking.
- Co-create
founder toolkits and facilitate founder-readiness assessments.
- Track
and report on venture performance metrics during acceleration.
- Embed
measurable post-acceleration follow-up plans to sustain growth and
integration opportunities with the group.
Investment Approval and Capital Deployment
- Prepare
and present cases to the investment committee.
- Manage
the governance process around funding approval and closing.
- Support
transaction execution, investment documentation, and post-deal onboarding.
- Ensure
legal, compliance, and IP protection considerations are fully addressed in
all transactions.
Portfolio Management and Value Creation
- Set up
monitoring, reporting and support systems for CVC portfolio startups (KPIs
on traction, product, finance, people).
- Coordinate
ongoing value-add: commercial pilots, partnerships, introductions, and
operational support.
- Identify
portfolio needs for follow-on funding or growth capital.
- Create
structured exit readiness and liquidity event strategies to maximize
portfolio returns.
External Capital Raising
- Identify
and engage with co-investors, VC funds, DFIs, and innovation financing
partners.
- Prepare
pitch materials, investor documentation, and facilitate due diligence for
external funding rounds.
- Position
the CVC unit as a credible co-investment partner in regional and global VC
ecosystems.
Team Enablement & Knowledge Transfer
- Train
internal team on CVC operations, investment best practices, and portfolio
support.
- Deliver
process manuals, toolkits, and playbooks for ongoing institutionalization.
- Establish
clear succession and handover plans to ensure CVC capability continuity
post-contract.
Stakeholder Management & Reporting
- Interface
with group executives, business unit sponsors and senior management to
ensure CVC alignment.
- Deliver
periodic progress updates, impact reports and lessons learned to key
stakeholders.
- Create
board-level dashboards to visualize CVC performance, portfolio health, and
capital deployment status.
Knowledge, experience and qualifications required
- Education:
Bachelor’s degree in Business, Finance, Engineering, or related field;
advanced degree preferred.
- Experience:
8+ years in venture capital, CVC, startup advisory, or innovation
consulting.
- Hands-on
operational experience in startup investments, acceleration, and portfolio
management.
- Certification:
CFA, CAIA, or similar professional credentials desirable.
Systems Support Analyst – Re-Advertisement at Britam
Systems Support Analyst – Re-Advertisement – (25000016)
Key Responsibilities:
- Configure
and/or customize business applications to meet business requirements using
various
database and software tools. - Assist
in presentations of system functionality to new users and departments.
Drives systems
adoption by business users. - Enhance
and create user and system documentation as needed.
- Work
directly with the IT support personnel and teams to resolve issues
identified and escalated during daily operations.
- Perform
the necessary technical design and development functionality to ensure
that business
application systems can be effectively developed and implemented. - Design
and development of front-end tier(s), middle tier(s), and /or back-end
database tier(s) for business applications.
- Capturing
of business applications information needs and mapping of the same to the
software
and /or database components. - Perform
data modelling to analyze and specify data structures within an
application system.
- Developing
database objects and structures for data storage, retrieval and reporting
according to specifications.
- Implementing
and testing database design and functionality and tuning for performance.
- Research
and provide input on design approach, performance and base
functionality
improvements for various procedures and applications. - Generation
of ideas to improve efficiency in software and application services
offered to the
business, and/or generate revenue for business. - Delegated
Authority: As per the approved Delegated Authority Matrix.
Qualifications & Experience:
- Degree
in Computer Science or a technical-related field.
- 4 – 6
years experience in applications development, which includes system
customization,
support and report designs. - 2
years’ experience with RDMS preferably MS SQL Server, Oracle and MySQL.
- Certified
in IT.
- Know
data analysis and analytics, Mobile infrastructure, Internet technologies,
e-commerce and e-payment technologies.
- Experience
in process automation using robotics.
- Previous
experience in a financial/insurance institution will be an added
advantage.
- Membership
to relevant IT bodies
Business Analyst at Britam
Business Analyst – (25000040)
Job Purpose:
Work within the Operations function under the guidance of
the Head of Operations to identify technical, process, and product
requirements, and align them to the business transformation strategy of the
organization for implementation. The Business Analyst will focus on analyzing
and optimizing claims, client service, and operational processes, while
supporting digital initiatives to improve efficiency, reduce costs, and enhance
customer satisfaction. The role will also work closely with the Assistant Manager –
Claims, product managers, and project teams to implement solutions that address
customer complaints, inefficiencies, and operational gaps.
Key responsibilities:
- Liaise
with business units (Claims, Underwriting & Client Operations) to
capture business requirements and produce clear Requirement Specifications
& Use Cases.
- Conduct
workshops with stakeholders to validate requirements and secure alignment
across business units and management.
- Analyze
claims processes and customer touchpoints to identify inefficiencies,
delays, and gaps contributing to complaints or losses.
- Recommend
and design process improvements and automation solutions to enhance
turnaround times and service quality.
- Verify
and approve design solutions and test cases to ensure business
requirements are fully met.
- Consolidate
and harmonize business requirements across operations to create synergies
and avoid duplication.
- Provide
business case input, including financial details, prioritization, and
impact analysis for proposed initiatives.
- Support
IT and project teams in implementing process and system changes, ensuring
compliance with regulatory requirements.
- Conduct
high-level analysis of change requests and classify them into products or
architecture domains.
- Verify
that requirements are testable and generate testing objectives,
strategies, plans, and scripts.
- Review
vendor test plans and ensure solutions meet business requirements.
- Support
User Acceptance Testing (UAT) by reviewing and validating end-user test
cases and results.
- Develop
standardized documentation for requirements, use cases, test cases, and
process improvements.
- Monitor
post-implementation performance of solutions to ensure they deliver the
intended benefits.
Knowledge, experience, and qualifications required
- Degree
in Computer Science or technical-related field from an accredited
institution
- Familiarity
with Agile development methodologies
- Excellent
communication, stakeholder engagement, and report writing skills.
- Knowledge
of business strategy and of business implications of IT/Service solutions
roadmaps.
- Strong
analytical, problem-solving, and process mapping skills.
- Business
analysis skills and Knowledge of the software development and
implementation cycle
Claims & Client Operations Manager at Britam
Claims & Client Operations Manager – (25000042)
Job Purpose:
The Claims and Client Operations Manager is responsible for overseeing and
controlling the end-to-end claims process, including design, data entry,
vetting, approvals, and payments, while ensuring exceptional client
relationship management within the segment. The role is tasked with designing
and implementing innovative initiatives to enhance customer satisfaction and
retention, participating in departmental product development efforts, and
driving claim cost-control measures. This position plays a key role in ensuring
operational efficiency, service excellence, and alignment of claims processes
with the company’s strategic objectives.
Key responsibilities:
- Responsible
for managing BMI claims processes (design, data entry, vetting, approvals
& payments).
- Responsible
for client relations management by ensuring quality service & periodic
interactions.
with clients. - Designing
& implementing innovative initiatives to improve customer satisfaction
& retention.
- Setting
up client feedback systems to enable process improvements informed by
client inputs/feedback.
- Coordinate
processing and payment of claims , management of service providers and
operational process improvements.
- Management
of claim processing flows to ensure efficiency and manage case management
activities.
- Control
and oversee provider recruitment into segment provider panel.
- Advice
on processes improvement through automation of tasks and processes.
- Coordinating
management of relationships with clients, intermediaries and service
providers.
- Providing
leadership and mentorship to the claims team.
- Developing
suitable operational procedures to meet strategic objectives of the
organization.
- Review
documents and pertinent requirements regarding claims.
Ensure claims made by the clients are complete in form and complies with the documentary requirements of an insurance claim. - Respond
to both internal and external client inquiries concerning claims process,
service providers, and the filing/completion of proper forms.
- Prepare
claims registers for claims meetings and update the various claims
reports.
- Delegated
Authority: As per the approved Delegated Authority Matrix.
- Perform
any other duties as may be assigned from time to time.
Knowledge, experience and qualifications required:
- Bachelor’s’
degree in Nursing.
- Strong
AI and Analytical Skills.
- Professional
qualification in Insurance is a must.
- At
least 6 years’ experience in insurance claims management three of which
should be in a supervisory position.
- Knowledge
of insurance regulatory requirements.
- Knowledge
of insurance products.
Claims & Client Operations Manager at Britam
Key responsibilities:
- Responsible
for managing BMI claims processes (design, data entry, vetting, approvals
& payments).
- Responsible
for client relations management by ensuring quality service & periodic
interactions with clients.
- Designing
& implementing innovative initiatives to improve customer satisfaction
& retention.
- Setting
up client feedback systems to enable process improvements informed by
client inputs/feedback.
- Coordinate
processing and payment of claims , management of service providers and
operational process improvements
- Management
of claim processing flows to ensure efficiency and manage case management
activities.
- Control
and oversee provider recruitment into segment provider panel.
- Advice
on processes improvement through automation of tasks and processes.
- Coordinating
management of relationships with clients, intermediaries and service
providers.
- Providing
leadership and mentorship to the claims team.
- Developing
suitable operational procedures to meet strategic objectives of the
organization.
- Review
documents and pertinent requirements regarding claims.
- Ensure
claims made by the clients are complete in form and complies with the
documentary requirements of an insurance claim.
- Respond
to both internal and external client inquiries concerning claims process,
service providers, and the filing/completion of proper forms.
- Prepare
claims registers for claims meetings and update the various claims
reports.
- Delegated
Authority: As per the approved Delegated Authority Matrix.
- Perform
any other duties as may be assigned from time to time.
Knowledge, experience and qualifications required:
- Bachelor’s’
degree in Nursing.
- Strong
AI and Analytical Skills
- Professional
qualification in Insurance is a must.
- At
least 6 years’ experience in insurance claims management three of which
should be in a supervisory position.
- Knowledge
of insurance regulatory requirements.
- Knowledge
of insurance products.
Claims & Client Operations Manager at Britam
Key responsibilities:
- Responsible
for managing BMI claims processes (design, data entry, vetting, approvals
& payments).
- Responsible
for client relations management by ensuring quality service & periodic
interactions with clients.
- Designing
& implementing innovative initiatives to improve customer satisfaction
& retention.
- Setting
up client feedback systems to enable process improvements informed by
client inputs/feedback.
- Coordinate
processing and payment of claims , management of service providers and
operational process improvements
- Management
of claim processing flows to ensure efficiency and manage case management
activities.
- Control
and oversee provider recruitment into segment provider panel.
- Advice
on processes improvement through automation of tasks and processes.
- Coordinating
management of relationships with clients, intermediaries and service
providers.
- Providing
leadership and mentorship to the claims team.
- Developing
suitable operational procedures to meet strategic objectives of the
organization.
- Review
documents and pertinent requirements regarding claims.
- Ensure
claims made by the clients are complete in form and complies with the
documentary requirements of an insurance claim.
- Respond
to both internal and external client inquiries concerning claims process,
service providers, and the filing/completion of proper forms.
- Prepare
claims registers for claims meetings and update the various claims
reports.
- Delegated
Authority: As per the approved Delegated Authority Matrix.
- Perform
any other duties as may be assigned from time to time.
Knowledge, experience and qualifications required:
- Bachelor’s’
degree in Nursing.
- Strong
AI and Analytical Skills
- Professional
qualification in Insurance is a must.
- At
least 6 years’ experience in insurance claims management three of which
should be in a supervisory position.
- Knowledge
of insurance regulatory requirements.
- Knowledge
of insurance products.
Accounts Assistant at Britam
Job Purpose:
To manage property and facilities finance operations,
focusing on tenant billing, receivables, reconciliations, and fund accounting
support, while ensuring compliance with Britam Asset Managers’ financial
procedures and controls.
Key responsibilities
- Tenant
Billing: Raise and manage invoices for rent, service charge, parking, and
letting fees.
- Utility
Billing: Prepare and process monthly electricity billing.
- Receipting
and Reconciliation: Record and reconcile tenant payments.
- Receivables
Management: Maintain updated receivables schedules and ensure timely
collection.
- Account
Statements: Prepare and distribute tenant account statements.
- Process
Payments: Process payments for facilities and property-related expenses.
- Fund
Accounting Support: Provide assistance to the Fund Accounting team as
required.
- Performs
any other duties as required
Knowledge, experience and qualifications required
- Certified
Public Accountant of Kenya Finalist or equivalent.
- Bachelor
of Commerce (Accounting) or its equivalent
- 3-4
years’ experience in busy finance environment preferably in real estate or
serviced apartments.
Business Development Executive (Trust Consultant) – Britam Trust Services – (2500001Z)
Job Purpose:
The job holder will be responsible for; new business sales and trust fund
business retention in the Britam Trust Services distribution channels and
target markets assigned to them.
Key responsibilities:
Business Development Responsibilities:
Growth of revenue for Britam Trust Services through various
BD initiatives such as:
- Identify
new business opportunities on an ongoing basis, in traditional and
non-traditional sectors, and subsequently formulate plans for profitable
business.
- Grow
Distribution Channel – train, grow, support, engage and maintain good
business partnerships with various intermediaries and aggregators such as
Britam sales network, brokers, independent agents and other business
partners ensuring win-win situations that will attract and enhance
retention of business.
- New
business acquisition – actively participated in organizing market
activations, webinars, engagement forums and seminars, prepare and submit
proposals, and other activities to generate new business and support in
accurate onboarding of new clients.
- Participate
in networking initiatives, conduct sales pitches and other activities for
leads generation in various capacities including cross selling and
collaboration with other business development and relationship teams to
get and convert leads for new business.
- Maintaining
regular engagements with intermediaries and other business partners
through trainings, meetings and other mediums to ensure sustained growth
of business.
- Monitoring
production figures on a daily, weekly and monthly basis to ensure
production is in line with targets and strategic goals.
- Participate
in business retention initiatives for organic growth of BTS business.
Product Development Responsibilities:
- Participate
in creation and roll out new products, new initiatives for growth of
business.
- Participate
in development and implementation of structured processes of Britam Trust.
- Regularly
liaising with and getting feedback from relationship, BD, CX, branch and
retention teams and clients to develop products that leverage the
competitive edge.
- Participate
in providing insights through market intelligence and periodically
reviewing existing products to enhance their quality.
- Participate
in reviewing and updating product BTS write-ups & training manuals.
- Implementation
and adoption of all risk and compliance policies, procedures and
requirements as required in business trust services.
Client Relationship Management Responsibilities:
- Attend
meetings and engage intermediaries and clients to maintain good
relationships.
- Organizing
and conducting regular client & intermediary visits to enhance strong
relations and business retention.
- Respond
to client queries or complaints urgently to ensure all client
satisfaction.
- Offering
free trust and estate planning consultations/advisory to increase product
knowledge e.g. financial literacy/wellness sessions for employees and
potential clients.
- Preparing
and presenting quarterly reports for review by relevant decision makers
e.g Trustees and/or Employers through HR department.
- Assist
to develop and enhance IT systems, self-service and correspondence IT
platforms.
- Assist
in training various teams e.g. new staff, customer experience, contact
center, BD team and intermediaries on products and work procedures for
effective client service.
Strategy & Marketing Responsibilities:
- Developing
attractive sales aids tools (brochures, videos, presentations, write-ups,
online ads etc) in collaboration with marketing team to create interest by
communicating clients’ needs in an easy to understand & effective
manner.
- Participate
in implementation and execution of strategic marketing plans.
- Participate
in developing rewards and pricing strategies in consultation with the
Manager to meet objectives.
- Preparing,
in liaison with the Manager BD and Client Relation, periodic reports,
pipelines and annual reports showing achievements against targets as well
as provide justification for performance variances and areas of
improvement.
- Analyzing
marketing expenditure and sales revenue financial data and developing
effective strategies to attain optimal business costs and sales revenue
balance in order to attain company profitability objectives.
- Perform
any other duties as may be assigned from time to time.
Knowledge, experience and qualifications required:
- Bachelor’s
Degree in Law.
- Society
of Trust and Estate Practitioners (STEP) will be an added advantage.
- 3
years’ experience in business development in legal or financial services
sector.
- Self-motivated,
positive attitude, attention to details, can work under minimal
supervision and is performance oriented and customer service orientated.
- Good
relationship management, communication, interpersonal and analytical
skills.
- Excellent
presentation skills to both individuals and large audiences.
- Knowledge
of industry regulatory requirements and related pension and insurance
products.
- Strong
integrity and ability to uphold confidentiality.
Systems Support Analyst (1 Year Fixed-Term Contract) Re-Advertisement – (2500002H)
Job Purpose and Key responsibilities
Job Purpose:
To identify business requirements and develop solutions (database design,
workflows, user/data interfaces, integrations) and design, development, and 2nd
line support of business Applications, ranging from user analysis, design, and
development to implementation and maintenance.
Key Responsibilities:
- Configure
and/or customize business applications to meet business requirements using
various database and software tools.
- Assist
in presentations of system functionality to new users and departments.
Drives systems adoption by business users.
- Enhance
and create user and system documentation as needed.
- Work
directly with the IT support personnel and teams to resolve issues
identified and escalated during daily operations.
- Perform
the necessary technical design and development functionality to ensure
that business application systems can be effectively developed and
implemented.
- Design
and development of front-end tier(s), middle tier(s), and /or back-end
database tier(s) for business applications.
- Capturing
of business applications information needs and mapping of the same to the
software and /or database components.
- Perform
data modelling to analyze and specify data structures within an
application system.
- Developing
database objects and structures for data storage, retrieval and reporting
according to specifications.
- Implementing
and testing database design and functionality and tuning for
performance.
- Research
and provide input on design approach, performance and base functionality
improvements for various procedures and applications.
- Generation
of ideas to improve efficiency in software and application services
offered to the business, and/or generate revenue for business.
- Delegated
Authority: As per the approved Delegated Authority Matrix.
Key Performance Measures:
As described in your Personal Scorecard.
Knowledge, experience and qualifications required
- Degree
in Computer Science or a technical-related field.
- 4 – 6
years experience in applications development, which includes system
customization, support and report designs.
- 2
years’ experience with RDMS preferably MS SQL Server, Oracle and MySQL.
- Certified
in IT.
- Know
data analysis and analytics, Mobile infrastructure, Internet technologies,
e-commerce and e-payment technologies.
- Experience
in process automation using robotics.
- Previous
experience in a financial/insurance institution will be an added
advantage.
- Membership
to relevant IT bodies.
Talent & Capability Associate at Britam
Job Purpose:
- This
role supports the company’s human resource strategy by assisting in talent
acquisition, learning & development and performance management. The
incumbent will help source and engage potential candidates while
contributing to the implementation and evaluation of development programs.
- Key
responsibilities include providing administrative and logistical support
for talent acquisition efforts, ensuring a positive experience for
candidates and hiring managers. The role will also involve assisting the
learning and development team with various tasks to support HR functions.
- Additionally,
the role holder will provide support to employees and line managers in the
performance management process, helping to address system-related
inquiries and ensuring smooth operations. This position is an excellent
opportunity to gain hands-on experience in HR and contribute to the growth
and development of talent within the organization.
Key responsibilities:
- Talent
Acquisition
- Responsible
for attracting, evaluating, and hiring from a diverse pool of recent
graduates and experienced talent.
- Support
to analyze and report on recruiting metrics.
- Implement
creative recruiting strategies to reach prospective applicants.
- Liaise
and maintain relationships with stakeholders (HRBPS & Line Managers)
to come up with recruitment & onboarding schedules.
- Ensure
a positive candidate experience for all applicants by responding to
inquiries from prospective applicants timely and professionally.
- Receive
and record job vacancy information from HRBPs.
- Act as
a point of contact and build influential candidate relationships during
the selection process.
- Utilize
and understand recruitment technology systems (i.e. Taleo).
- Support
in the implementation and management of HR systems.
- In
liaison with the HRBPs provide recruiting support in interviewing,
selection processes, offer management, process documentation, compliance
management, and status communication with candidates and hiring managers.
- In
liaison with the HRBPs, contribute to handling recruiting functions such
as interview management, correspondence, background screening processes,
pre-employment screening, offer letter preparation, and facilitation of
new hires.
- Onboarding
- Implement
the onboarding program for all new hires.
- Welcome
newly hired employees and ensure a great employee experience throughout
the onboarding journey by managing the end-to-end onboarding process.
- Prepare
and distribute onboarding welcome gifts.
- Craft
and send communication to the business with information about new staff
announcements (both in the regions and in country) and internal
appointments.
- Schedule
and co-ordinate onboarding presentations by liaising with different
facilitators in the various departments.
- Serve
as the primary point of contact for hiring managers and newly hired
employees.
- Acquiring
feedback on the onboarding process through the utilization of the
onboarding survey and constant use to improve the onboarding experience.
- Create
and launch the onboarding survey and ensure employee and manager
satisfaction.
- Learning
and Development
- To
support the development and implementation of all aspects of the
Organization’s training programs, policies, and objectives to develop and
maintain effective employee strength.
- Support
in the measurement of the total effectiveness of all learning and
development programs.
- Provide
proactive tactical support to the Learning Lead and the Head of Talent and
Capability.
- Support
the Learning Lead in the delivery of the annual training calendar to key
stakeholders.
- Organize
and Co-ordinate ongoing training and development activities.
- Maintain
knowledge of learning and development, instructional design trends and
developments, and understands how evolving technologies and trends should
impact the design of instruction.
- Performance
Management
- Coordinate
performance review schedules and communications.
- Support
employees and managers with tools and processes.
- Track
progress and ensure timely completion of reviews.
- Maintain
accurate performance data and generate basic reports.
- Assist
in goal-setting, feedback collection, and review logistics.
- Ensure
confidentiality and compliance with HR policies.
- Talent
Management
- Supports
in the implementation of the talent management frameworks including
succession management to consistently identify and assess talent by
leveraging best practices in approach and delivery.
- Support
in reporting Talent Management, its progress and impact to both the
business and the HR Team.
- Delegated
Authority: As per the approved Delegated Authority Matrix.
Knowledge, experience and qualifications required:
- Bachelor’s
Degree in a Business related field
- Diploma
in Human Resource Management and / Certification in CHRP.
- Must
be a member of IHRM.
- 3- 5
years’ experience in generalist human resources management, experience in
supporting Talent Acquisition, Performance management and Learning and
development will an added advantage
- Excellent
interpersonal and communication skills.
- Able
to work effectively in a multicultural environment.
- Attention
to detail, organized, proactive and has the ability to prioritize skills
Intermediary & Client Service Assistant at Britam
Intermediary & Client Service Assistant – (2500003X)
Job Purpose and Key responsibilities
Job Purpose:
- Provide
support to Intermediaries and manage SME Pension Tier II relationships in
line with established service standards, ensuring quality and timely
service delivery. Key Responsibilities
- Provide
information and a premium service to Britam Intermediaries, on products
and services while delivering high quality service.
- Intermediary
Service Relationship support as per assigned Regions.
- Support
SME Tier II client portfolio management.
- Follow
up on Pension Tier II arrears & support timely receipting and posting
of premiums.
- Resolve
customer queries and complaints efficiently.
- Support
member education initiatives and conduct on-site client visits.
- Process
T-Pay requests
- Perform
policy audits for Ordinary life policies when requested.
- Processing
of claims & benefits under instructions of and in liaison with the
Manager, Intermediary Service.
- Investigate
and respond to all FA enquiries promptly within Intermediary Service
Channel within the set SLA’s
- Escalate
complex queries to the appropriate functional area
- Process
Intermediary Instructions according to the Delegation of authority matrix
within set SLA’s
- Maintain
an accurate record of all customer interactions in CRM through walkin
clients, phone calls, letters, FAs, emails and other customer
interactions.
- Implement
credit control policy and ensure that premiums are debited and collected
as required.
- Carry
out customer and product related document processing.
- Perform
any other duties as may be assigned from time to time
Knowledge, experience and qualifications required
- Bachelor’s
degree in a business related field (insurance option preferred)
- Progress
in Professional qualification in Insurance (ACII, FLMI or AIIK)
- At
least 0-2 year’s experience in the insurance industry or business related
field
- Experience
in customer service
Corporate Governance Associate – (2500003P) at Britam
Corporate Governance Associate – (2500003P)
Job Purpose:
Reporting to the Legal Manager, Corporate Governance, the
purpose of this role is to assist the Legal
Manager, Corporate Governance in the provision of support to
the corporate governance segment and
the effective management of governance and board matters.
Key responsibilities
- Support
the Legal Manager, Corporate Governance to ensure compliance with
Corporate
- Governance,
Board charter, Memorandum & Articles of Association, and all
Regulations and Legislation
- Liaison
with the various regulatory agencies, including but not limited to the
Capital Markets Authority, Retirement Benefits Authority & Insurance
Regulatory Authority.
- Ensure
that Board procedures are followed and reviewed regularly and that the
Board complies with the law, rules, regulations, and the Articles.
- Providing
secretarial services to the Board including ensuring that the Board Work
Plan is prepared and adhered to, circulating Board papers in advance
of meetings, keeping a record of attendance at meetings, and reporting to
the Board on the usage of the seal.
- Ensuring
that the Minutes of the Board and the Committees served by the Legal
Manger, Corporate Governance are promptly prepared and circulated.
- Manage,
collate and prepare all documentation and communications required for
general meetings.
- Updating
corporate registers and overseeing the audit of the company registers and
ownership structures.
- Maintaining
and updating the Board and Committee Charters.
- Support
the Legal Manager, Corporate Governance in coordinating the Governance
Audit process; changes in relevant legislation and the regulatory
environment and taking appropriate action.
- Assist
the to ensure compliance and that all annual returns and resolutions are
filed as required by the Companies Act in the various
jurisdictions.
- Assist
in the maintenance of the statutory registers and other Company records of
subsidiaries.
- Manage
the service level agreements in relation to the share registrar to ensure
satisfactory service and acting on the shareholder’s instructions.
- Assist
in managing the service level agreements in relation to the outsourced
company secretarial services in the Region.
- Assist
in preparing the Annual Group Board & Committees calendar for roll out
in the entire Group and assist in the preparation of the meetings.
- Assist
the Legal Manager, Corporate Governance to prepare board papers.
- Preparation
of minutes and extracting of various approved resolutions.
- Attend
to administrative arrangements for the Annual General Meetings and any
other shareholder meetings.
- Maintaining
and updating the register of Conflicts of Interest
- Provide
monthly reports on all Company Secretarial matters.
- Perform
any other duties as may be assigned from time to time.
Knowledge, experience and qualifications required
- A
Bachelor’s Degree in Law or a related field of study from a recognized
university. A postgraduate qualification in Law or business-related field
is an added advantage
- An
experienced certified/Company Secretary with technical knowledge and
experience gained within possibly a listed company of substantial size and
operations.
- An
advocate of the High Court of Kenya holding a valid practicing certificate
with over 3 years post-admission experience
- Experience
in regulatory or legal environments and contexts in highly regulated
industries.
- Detailed
knowledge of Company law and proven corporate governance experience of
Board and Committee meetings
- Working
experience in a corporate organization for 3-5 years in Company
Secretarial functions or roles.
Bancassurance Regional Relationship Officer at Britam
Job Purpose:
- The
role holder will be responsible for leading and managing bank branches’
regional relationships in the domiciled region, implements the specific
bank strategies at the regional level to ensure the company achieves its
corporate goals in terms of growth, profitability, customer service and
the set regional revenue targets. Also, to implement sales plans/actions
and identify new partnerships within the region for all lines of business.
Key responsibilities:
- Work
closely with the various bank branch staffs and insurance officers in the
region to support business acquisition from all lines of businesses (GI,
EMC, Life & Pension) and achieve the set targets.
- Analyse
regional expectations and provide insights back to the business to deliver
competitively on a product offering and or processes.
- Facilitate
knowledge sharing and trainings to various bank branches officers and
clients in the assigned regions.
- Ensures
Britam Products cross-selling takes place in new and existing business
across all bank partners in the regions.
- Plans
and executes exciting and innovative regional sales tactics.
- Assists
with regional implementation and repositioning of new product initiatives
and specific bank strategies agreed at the head office levels.
- Adhere
to regulatory/ compliance and internal procedures regarding bancassurance
businesses.
- Ensure
maintenance of a healthy sales pipeline that supports new business on
boarding.
- Clearly
understands sales targets set, influences, and drives the achievement of
Bancassurance sales through optimal regional relationship management.
- Ensure
timely preparation of required presentations, sales pitches and product
benefits write up in the region.
- Provide
quotations as and when required by bancassurance intermediaries within set
out time frames.
- Ensure
premium payment for all closed sales are within the company’s set credit
control policy.
- Acquire
and retain profitable businesses in line with acceptable loss ratios and
Britam’s risk appetite.
- Perform
any other duties as may be allocated from time to time and should be
available for deployment to work from any of the six bancassurance
demarcated regions in Kenya.
- Relationship
building & sales management.
- Builds,
maintains, and sustain business relationships with the regional bank
partners’ teams, Business development officers, Credit officers,
Relationship Managers and Direct Sales teams.
- Active
management of relationships with all bank branch staffs to ensure smooth
running of the distribution channels in delivering targets.
- Integrate
well with all members of the team into a harmonious unit committed to the
team vision and direction within the team (Intra-team).
- Receptive
to constructive criticism, feedback and ideas from supervisors, business
partners, colleagues.
- Maintain
event calendars for all partners within the region to increase team
building and synergy.
- Ensure
that route maps and call trees are maintained to facilitate regular
engagement of officers within the region as shall be set out from time to
time.
- Applies
knowledge, resources, and experience to resolve problems.
- Ensure
relationship building with key customers and service providers within the
region.
- Ensure
that a record of all partners officers is maintained and regularly updated
to include location, telephone number and email address of the respective
officers in the region.
- Maintain
an activities tracker that ensures that all activities and initiatives are
well always tracked.
- Training
- Ensures
empowerment trainings on products and processes to our mutual bank
partners (Across all lines of businesses) takes place in the regions as
and when required.
- Ensures
that induction trainings are carried out for all new partner officers
within the region on Britam processes and procedures.
- Ensure
that customers are well appraised on the solutions taken up through
training, write-ups and after sales follow up for feedback.
- Reporting
- Ensure
that stipulated weekly and onthly reports are prepared and shared within
the agreed timelines and in the format stipulated.
- Ensure
monthly expense reports are prepared and submitted within the stipulated
processes and procedures.
Knowledge, experience, and qualifications required:
- Bachelor’s
degree in a business-related degree.
- At
least 3-5 years’ experience in a similar position.
- Progress
on any professional qualification i.e. AIIK.
Pension Revenue Operations Officer – (2500003I)
Job Purpose:
- Undertake
pension administration activities to support the achievement of business
unit plan
Senior Pension Fund Accounting & Compliance Officer – (2500003J)
Job Purpose:
- Undertake
pension administration activities to support the achievement of business
unit plan